Credentials

2 Reviews

I've worked with Deb over 10 years and she always makes sure my business financials are accurate and completed on time.

2018-07-31

FAQs

What is your typical process for working with a new customer?

I usually have the new potential client explain to me what they need in terms of accounting/bookkeeping services. I simply have them tell their story and I ask questions to drill down to the fine details so we're both on the same page

Do you have a standard pricing system for your services? If so, please share the details here.

I charge either by hour or by standard monthly rate, I try to work within the clients budget.

How did you get started in this business?

I've been an Accountant for more years than I care to admit! 30+ in corporate America, my last position was Director of Accounting for a big insurance company in Denver with 6 staff supports and 2 department head reports. The last 12+ running my own firm working with every accounting/bookkeeping aspect for people from all walks of life and all business industries/types. My specialty is eCommerce accounting syncing QBO/QBD with Shopify, Amazon, Etsy, eBay and Paypal, Square, Stripe.

I was contacted by a animal rescue nonprofit and volunteered my services to help them to start out on the right track. I helped them purchase Quickbooks online through non-profit discount service for only $50 per year, and then set them up going back to when they began, and now they're applying for their very first grant this month!

What advice would you give a customer looking to hire a pro in your area of expertise?

trust your gut instinct

What questions should customers think through before talking to pros about their needs?

know exactly what you want the pro to do, ask in depth questions about your specific issues or concerns.